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140 Little Falls St. Suite 105 Falls Church, VA 22046

(703) 662-3251 - E-mail: info@magtaxservice.com

MAG TAX Service, LLC

Income Tax Preparation in Falls Church

Income Tax Preparation in Falls Church

Income Tax Preparation in Falls ChurchIncome Tax Preparation in Falls ChurchIncome Tax Preparation in Falls Church

Federal Tax Return Preparation Document Guide

For new clients: To download our tax organizer please click on the link below this section.

Please upload your files to the portal, we will review your documents, provide feedback, and confirm a final quote. This is our preferred method. If you need a portal log in, please click on the following link:      https://magtaxservice.com/client-log-in


Common Documents Needed:

 

  • Social Security or ITIN for you, your spouse, and dependents
  • Dependent Information (Name, date of birth, Social Security Card) 
  • 2018 Federal Tax Return
  • State, Income tax paid in 2018 including  state refund amount (form 1098) 
  • Income statements: W-2, 1098, 1099, or Schedule K1, other income (rental, jury duty, gambling, hobbies, alimony)
  • Income and expenses for self employment (or income not on W-2 or 1099) 
  • Interest and dividends statements from banks, brokerages, etc.
  • Investments in stocks (including purchase date), include any property sold, and any expense related to investments
  • IRA contributions/distributions or retirement plans (1099 Forms)
  • Mortgage Interest, real estate and personal property tax (Form 1098)
  • Receipts for charitable donations
  • Miles driven for charitable or medical expenses
  • Medical Expenses for payments to doctors, dentists, hospitals, etc. Form and Form 1095 for health care insurance payments. The 1095 forms can be obtained at  https://www.healthcare.gov/login
  • Records for childcare and childcare provider's tax identification numbers
  • Form 1099 -G unemployment income.
  • ​College Tuition Expenses/Higher Education (Form 1098T). Also: Book Costs, Lab Materials, Laptop Costs,etc.)
  • Bank routing and account numbers 

2019 DOWNLOADS

2019 Tax Organizer (pdf)

Download

2019 Tax Deduction Summary (pdf)

Download

2019 Accounting Template (xls)

Download

TAX OFFICES - REFUND TRACKING - TAX PAYMENTS

IRS

Individuals
800-829-1040


Businesses
800-829-4933 

Virginia Dpt. of Taxation

Individuals
804-367-8031


Businesses
804-367-8037

Maryland Dpt. of Taxation

Individuals
800-638-2937


Businesses
800-638-2937

New York Dpt. of Taxation

Individuals 

518-457-5181


Businesses 

518-485-6027

DC Dpt. of Taxation

Office of Tax and Revenue

(202) 727-4829